BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.08B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
-$7.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
678
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$4.51M
3
+$3.34M
4
GG
Goldcorp Inc
GG
+$2.24M
5
WFC icon
Wells Fargo
WFC
+$2.16M

Top Sells

1
+$1.98M
2
+$1.71M
3
+$1.29M
4
BVN icon
Compañía de Minas Buenaventura
BVN
+$1.18M
5
META icon
Meta Platforms (Facebook)
META
+$1.09M

Sector Composition

1 Healthcare 10.07%
2 Technology 8.79%
3 Communication Services 7.43%
4 Financials 7.16%
5 Energy 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$852K 0.21%
12,697
+352
127
$845K 0.21%
4,948
-767
128
$844K 0.21%
7,878
-1,372
129
$843K 0.21%
15,214
-4,558
130
$840K 0.21%
7,870
-172
131
$830K 0.21%
+68,007
132
$828K 0.21%
19,525
-2,708
133
$827K 0.21%
9,465
+733
134
$826K 0.21%
16,786
-2,099
135
$826K 0.21%
6,792
+40
136
$817K 0.2%
38,600
+2,600
137
$811K 0.2%
3,636
+1,388
138
$801K 0.2%
+7,527
139
$798K 0.2%
8,230
+99
140
$797K 0.2%
12,810
-740
141
$782K 0.19%
+48,990
142
$778K 0.19%
9,983
+2,070
143
$773K 0.19%
23,200
-2,387
144
$768K 0.19%
15,701
-5,191
145
$761K 0.19%
18,951
-2,398
146
$756K 0.19%
11,755
-349
147
$752K 0.19%
7,026
+2,577
148
$750K 0.19%
21,612
-940
149
$747K 0.19%
7,832
-2,144
150
$743K 0.18%
34,200
-29,720
4 5
6
7 8